Financial Services Risk Management

Jeremy S. Madden

Cell: 770-***-**** *** Brambling Way, Stockbridge, GA 30281 Email: ad3xgg@r.postjobfree.com

Summary:

High energy professional with over 15 years of experience in the Insurance/Financial Services industry. Delivering top-level service is my specialty and I thrive in a diverse and fast-paced management environment. Throughout my career I have gained a multitude of skills including client relationship management, financial/risk management and creative problem solving. I work diligently to provide excellence in all my professional endeavors and have earned a reputation for my integrity, initiative and results-driven work ethic. Education/Certifications: UNIVERSITY OF ARKANSAS BBA in Finance May 2000

STRAYER UNIVERSITY MBA December 2010

FINRA SERIES 7/63 September 2016

GA Life/Health/P&C agent May 2011

Experience:

STATE FARM INSURANCE Atlanta, GA December 2021- Present

BUSINESS LINES CONSULTANT

Serve as commercial insurance advisor/consultant for three territories of State Farm Agents, consisting of 140+ agents

Advise agents on low to high-risk commercial casualty, property, general liability, professional liability, marine, auto, employee benefits, payroll processing, life, 401k, worker's compensation etc.

Development of process focused business strategies that increase sells volume and service quality

Commercial lines product and service support to agents.

Extensive travel within assigned territories

HORACE MANN INSURANCE Douglasville, GA July 2019-December 2021

AGENCY OWNER

Lead all sales and service of insurance and financial services products

Direct Marketing and Sales presentations to prospective clients

Management of 2 office staff and 3 sales reps

E*TRADE FINANCIAL Alpharetta, GA June 2016-June 2019

SENIOR FINANCAL SERVICES REPRESENTIVE

Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.

Retain and grow assets of affluent households by effectively managing current and future needs. *Ensuring that all clients receive an outstanding client experience

Placement of equity trades (buy/sell) orders in real time

FLEETCOR TECHNOLOGIES Atlanta, GA April 2013-May 2015

CUSTOMER LIFECYCLE MANAGER

Reduced client lost rate by 20% in a 6-month period, by focusing on CRM and cross sell acquisition

Increased cross sell revenue 25% and volume growth targets by nearly 45% through outbound calling campaigns.

Managed two sales and retention teams. CLM 12 sales reps ELM 6 customer service/retention reps

COMMUNITY & SOUTHERN BANK Jonesboro, GA June 2012-March 2013

BRANCH MANAGER

Doubled Business account sales within one quarter and finished at 550% for 2012. The goal was met by a combination of Business Checking accounts, Business Savings, Merchant Service Referrals, Online Banking and Payroll services.

Achieved 112% for personal accounts which included Checking, Savings, CD, IRA, Mortgages and Investment referrals.

STATE FARM INSURANCE Atlanta, GA November 2011-June 2012

AGENCY OWNER/ENTREPRENEUR

Leadership of staff in all areas of marketing and sales of insurance/financial services products

Developed and cultivated strategic relationships with local business owners and consumers within community

Skills: MS Office Suite, CRM, ERP, Salesforce, AMS 360, EPIC

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